Quadcap Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Quadcap Wealth Management’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$821K	Buy	5,420 +102	+2%	+$15.4K	0.09%	182
2025 Q4	$751K	Sell	5,318 -46	-0.9%	-$6.5K	0.09%	196
2025 Q3	$762K	Buy	5,364 +27	+0.5%	+$3.74K	0.09%	191
2025 Q2	$709K	Sell	5,337 -194	-4%	-$25.1K	0.09%	194
2025 Q1	$743K	Sell	5,531 -83	-1%	-$11.1K	0.11%	182
2024 Q4	$737K	Sell	5,614 -297	-5%	-$40.5K	0.11%	179
2024 Q3	$798K	Sell	5,911 -652	-10%	-$84.3K	0.12%	173
2024 Q2	$794K	Buy	6,563 +209	+3%	+$25.4K	0.14%	155
2024 Q1	$783K	Sell	6,354 -107	-2%	-$12.5K	0.18%	133
2023 Q4	$757K	Buy	+6,461	New	+$711K	0.2%	145

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Quadcap Wealth Management's DVY Position: Q1 2026 in Review

Quadcap Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 1.9% in Q1 2026, buying an estimated $15.4K and bringing the position to 5,420 shares worth $821K. The position accounts for 0.09% of the portfolio, ranked #182.

Quadcap Wealth Management first reported a position in DVY in Q4 2023 and has held it in 10 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Quadcap Wealth Management held 5,420 shares of iShares Select Dividend ETF worth $821K as of Q1 2026.
Quadcap Wealth Management bought 102 iShares Select Dividend ETF shares in Q1 2026, an estimated $15.4K.
iShares Select Dividend ETF made up 0.09% of Quadcap Wealth Management's portfolio in Q1 2026, its #182 holding.
Quadcap Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 10 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.